Does Pipedrive Integrate with QuickBooks

Pipedrive and QuickBooks are two powerful business tools used by growing companies around the world. Pipedrive is a customer relationship management (CRM) platform that helps businesses manage sales pipelines, track communications and close more deals. QuickBooks, on the other hand, is one of the most widely used accounting platforms for invoicing, expense tracking, payroll and financial reporting.

Naturally, many businesses want to connect the two. While Pipedrive and QuickBooks are not directly integrated in their core platforms, it is possible to integrate them using third-party tools and apps. This integration allows you to automate workflows between sales and finance, saving time and reducing manual data entry.

Why integrate Pipedrive with QuickBooks?

The main reason to integrate these platforms is to connect your sales process with your accounting system. For example, when a deal is marked as won in Pipedrive, you may want QuickBooks to automatically generate an invoice, create a new customer or log the deal amount for reporting.

Without integration, these tasks require manual data entry between systems, which is time-consuming and prone to error. Integration creates a seamless flow of information from sales to accounts, making your operation more efficient.

How to integrate Pipedrive with QuickBooks

Although there is no native integration between Pipedrive and QuickBooks, you can connect them using automation platforms such as:

Zapier
Zapier is the most common tool used to connect Pipedrive with QuickBooks. It lets you set up triggers and actions without writing code. For example, you can create a Zap that automatically creates a customer in QuickBooks when a deal is won in Pipedrive, or that generates an invoice when a new contact is added.

Zapier offers a free plan for light use, but more advanced automations may require a paid subscription. The setup is straightforward and can be done in under an hour.

Make (formerly Integromat)
Make is another platform that allows for more complex workflows than Zapier. It provides a visual editor for building integrations and supports a wide range of Pipedrive and QuickBooks actions.

For businesses with more specific requirements, Make can offer more flexibility in how and when data is transferred between systems.

Custom API Integration
For larger businesses or those with in-house development teams, a custom API integration may be suitable. Both Pipedrive and QuickBooks have open APIs, so you can build a direct connection that fits your exact business logic. However, this option is more costly and requires technical resources.

What can you automate?

Here are some of the common workflows that businesses automate between Pipedrive and QuickBooks:

• Creating a customer in QuickBooks when a deal is won in Pipedrive

• Automatically generating an invoice from a deal

• Syncing contact details between the CRM and accounting software

• Tracking payments and updating deal status in Pipedrive

• Notifying sales teams when an invoice is paid

These automations reduce duplication and ensure that both your sales and finance teams are working with accurate, up-to-date information.

Things to consider before integrating

Before setting up an integration, review the following:

• What information needs to move between platforms?

• How frequently do you want the sync to run?

• Who will manage and maintain the integration?

• Is your customer data consistent in both systems?

It’s also a good idea to test the automation on a few records before rolling it out across your organisation. This helps avoid syncing errors or overwriting data unintentionally.

Final thoughts

Pipedrive does not have a native integration with QuickBooks, but third-party tools like Zapier and Make provide easy and flexible ways to connect the two. Whether you are automating customer creation, invoice generation or payment tracking, integration can significantly reduce manual admin and improve efficiency.

For growing businesses that want to scale their operations without hiring additional admin staff, integrating your CRM and accounting tools is a smart step. The setup cost is relatively low, and the long-term time savings and accuracy make it a worthwhile investment.